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18 Astonishing Social Media Stats for Financial Advisors

Have you been wondering if your target demographic is using social media? Can you reach them? Do they want to interact with a financial professional on social sites? The ...
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5 Little-Known Secrets for Financial Advisors on LinkedIn

When I speak at financial conferences I always start by asking the audience one simple question, “How many of you are on LinkedIn?” Typically almost all hands go ...
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How Financial Advisors Can Use Pinterest to Their Advantage

We’re all familiar with social media’s All-Stars: Facebook, Twitter, LinkedIn, and YouTube.  However, there’s a fifth player that’s been waiting to join the Financial ...
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90% of High Net-Worth Investors Use Social Media

Are You Reaching Them? As we all know, a significant portion of online users use social media. In fact, the latest data illustrates that a whopping one billion people are ...
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25 Interesting Social Media Stats for Financial Professionals

Let’s face it: Who doesn’t love a helping of solid statistical data every once in a while? In 2012, financial professionals made significant strides in embracing and ...
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The Art of Attracting Affluent Clients online

Last week, I—along with several colleagues—attended the FPA Rise Symposium in Denver, Colorado. Like many conferences and speaking engagements I attend, there were bright-eyed ...
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10 Killer Ideas For Financial Advisor Websites

Several years ago, my good friend was in the market for a creative, trustworthy baker who could create a cake for her wedding. For those of you that are married or have ...

4 Steps to Generate Creative Social Media Content

Ever loathe the prospect of blogging, posting a Facebook status, or tweeting? Producing original, interesting, and timely content can be a daunting endeavor for any business; ...

7 Deadly Social Media Sins

Between Facebook, Twitter, and LinkedIn, I’m connected with over 7,000 financial professionals and companies engaging in social media. While I’m thrilled to see so many ...